Plancorp LLC
VHT icon

Plancorp LLC’s Vanguard Health Care ETF VHT Stock Holding History

Plancorp LLC’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$291K Buy
+851
New +$267K 0.01% 366
2024
Q4 		– Sell
-1,065
Closed -$301K – 336
2024
Q3 		$301K Buy
+1,065
New +$296K 0.01% 250

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Beacon Capital Management Inc (Ohio)
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Plancorp LLC's VHT Position: Q3 2026 in Review

Plancorp LLC opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 851 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in VHT as recently as Q3 2024.

Plancorp LLC first reported a position in VHT in Q3 2024 and has held it in 2 quarters since. The position peaked at $301K in Q3 2024. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Plancorp LLC held 851 shares of Vanguard Health Care ETF worth $291K as of Q3 2026.
  • Vanguard Health Care ETF was a new Plancorp LLC position in Q3 2026.
  • Vanguard Health Care ETF made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #366 holding.
  • Plancorp LLC first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 2 quarters since.
  • Plancorp LLC's Vanguard Health Care ETF position peaked at $301K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.